BRIGHTON JONES LLC
SEATTLE WA · SEC CIK 0001360798
$53.79亿2026Q2 申报市值
1,423持仓数
39.7%前十大占比 · 第一大 17.9%
294 / 71新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$3,222.62万
ARM 新建仓+$1,762.78万
NVDA 加仓+$1,286.26万
DIMENSIONAL ETF 加仓+$1,266.50万
GOOG 加仓+$1,167.65万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$2,178.43万
COMP 减仓-$679.63万
ABNB 减仓-$602.35万
SBUX 减仓-$586.72万
SNDK 减仓-$501.40万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $335.14万 | 0.06% | 34,755 | 715 | 2.1% | $6.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $334.78万 | 0.06% | 21,185 | 550 | 2.7% | $8.69万 | 加仓 |
| BLK | BLACKROCK INC | $334.63万 | 0.06% | 3,480 | 33 | 1.0% | $3.17万 | 加仓 |
| LIN | LINDE PLC | $330.64万 | 0.06% | 6,371 | 238 | 3.9% | $12.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $329.70万 | 0.06% | 37,564 | 509 | 1.4% | $4.47万 | 加仓 |
| IWP | ISHARES TR | $327.09万 | 0.06% | 22,341 | 134 | 0.6% | $1.96万 | 加仓 |
| PRFD | PIMCO ETF TR | $325.69万 | 0.06% | 63,429 | 54,484 | 609.1% | $279.76万 | 加仓 |
| ES | EVERSOURCE ENERGY | $323.70万 | 0.06% | 44,790 | 26,407 | 143.6% | $190.84万 | 加仓 |
| DE | DEERE & CO | $323.35万 | 0.06% | 5,098 | 164 | 3.3% | $10.40万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $323.00万 | 0.06% | 41,822 | 41,822 | — | $323.00万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $321.92万 | 0.06% | 7,905 | -2,560 | -24.5% | -$104.25万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $319.91万 | 0.06% | 9,691 | 449 | 4.9% | $14.82万 | 加仓 |
| IWS | ISHARES TR | $313.24万 | 0.06% | 19,031 | 97 | 0.5% | $1.60万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $311.21万 | 0.06% | 10,447 | -1,822 | -14.9% | -$54.28万 | 减仓 |
| ILMN | ILLUMINA INC | $311.03万 | 0.06% | 17,689 | -2,140 | -10.8% | -$37.63万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $309.75万 | 0.06% | 14,558 | 932 | 6.8% | $19.83万 | 加仓 |
| NTRA | NATERA INC | $309.20万 | 0.06% | 11,391 | -308 | -2.6% | -$8.36万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $308.79万 | 0.06% | 18,527 | -2,151 | -10.4% | -$35.85万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $306.49万 | 0.06% | 74,292 | 69,116 | 1,335.3% | $285.14万 | 加仓 |
| LONZ | PIMCO ETF TR | $306.28万 | 0.06% | 62,114 | 58,051 | 1,428.8% | $286.25万 | 加仓 |
| COP | CONOCOPHILLIPS | $304.27万 | 0.06% | 29,268 | -35 | -0.1% | -$3,639 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $296.30万 | 0.06% | 55,270 | -178 | -0.3% | -$9,543 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $295.65万 | 0.05% | 23,758 | 4,644 | 24.3% | $57.79万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $293.07万 | 0.05% | 27,262 | -3,853 | -12.4% | -$41.42万 | 减仓 |
| MPC | MARATHON PETE CORP | $292.80万 | 0.05% | 11,452 | -37 | -0.3% | -$9,460 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $292.28万 | 0.05% | 27,924 | 3,801 | 15.8% | $39.78万 | 加仓 |
| ASML | ASML HLDG NV | $285.17万 | 0.05% | 1,433 | 136 | 10.5% | $27.06万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $279.13万 | 0.05% | 19,104 | 2,014 | 11.8% | $29.43万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $278.28万 | 0.05% | 16,694 | 16,694 | — | $278.28万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $278.09万 | 0.05% | 12,417 | 748 | 6.4% | $16.75万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $276.65万 | 0.05% | 8,112 | 409 | 5.3% | $13.95万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $276.47万 | 0.05% | 109,450 | 58,070 | 113.0% | $146.69万 | 加仓 |
| BWA | BORGWARNER INC | $275.86万 | 0.05% | 41,545 | -2,422 | -5.5% | -$16.08万 | 减仓 |
| SMH | VANECK ETF TRUST | $272.93万 | 0.05% | 4,161 | -130 | -3.0% | -$8.53万 | 减仓 |
| MO | ALTRIA GROUP INC | $272.58万 | 0.05% | 37,885 | 1,775 | 4.9% | $12.77万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $269.70万 | 0.05% | 4,325 | -1,806 | -29.5% | -$112.62万 | 减仓 |
| AFL | AFLAC INC | $268.77万 | 0.05% | 22,923 | 2,620 | 12.9% | $30.72万 | 加仓 |
| MLI | MUELLER INDS INC | $267.98万 | 0.05% | 21,799 | 20 | 0.1% | $2,459 | 加仓 |
| AMLP | ALPS ETF TR | $267.22万 | 0.05% | 51,538 | 1,771 | 3.6% | $9.18万 | 加仓 |
| IXUS | ISHARES TR | $264.39万 | 0.05% | 27,703 | -544 | -1.9% | -$5.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $260.56万 | 0.05% | 82,170 | -10,291 | -11.1% | -$32.63万 | 减仓 |
| DDOG | DATADOG INC | $260.45万 | 0.05% | 10,003 | 1,866 | 22.9% | $48.59万 | 加仓 |
| IUSG | ISHARES TR | $260.26万 | 0.05% | 13,837 | 1,849 | 15.4% | $34.78万 | 加仓 |
| WRD | WERIDE INC | $258.83万 | 0.05% | 444,723 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $256.40万 | 0.05% | 27,121 | 192 | 0.7% | $1.82万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $255.64万 | 0.05% | 33,779 | -21,687 | -39.1% | -$164.13万 | 减仓 |
| VRSN | VERISIGN INC | $254.26万 | 0.05% | 10,107 | 4,172 | 70.3% | $104.95万 | 加仓 |
| SHOP | SHOPIFY INC | $254.20万 | 0.05% | 22,263 | 6,755 | 43.6% | $77.13万 | 加仓 |
| SOXX | ISHARES TR | $253.78万 | 0.05% | 3,961 | 823 | 26.2% | $52.73万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $253.64万 | 0.05% | 32,606 | 17,195 | 111.6% | $133.76万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $252.09万 | 0.05% | 18,426 | 522 | 2.9% | $7.14万 | 加仓 |
| HON | HONEYWELL INTL INC | $251.50万 | 0.05% | 11,233 | -12,944 | -53.5% | -$289.81万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $248.44万 | 0.05% | 35,456 | -377 | -1.1% | -$2.64万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $242.54万 | 0.05% | 90,975 | 22,689 | 33.2% | $60.49万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $241.07万 | 0.04% | 2,810 | 115 | 4.3% | $9.87万 | 加仓 |
| MCK | MCKESSON CORP | $240.76万 | 0.04% | 3,186 | -376 | -10.6% | -$28.41万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $237.47万 | 0.04% | 18,796 | 688 | 3.8% | $8.69万 | 加仓 |
| TGT | TARGET CORP | $236.88万 | 0.04% | 18,137 | 1,359 | 8.1% | $17.75万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $235.86万 | 0.04% | 2,411 | 464 | 23.8% | $45.39万 | 加仓 |
| ALL | ALLSTATE CORP | $235.49万 | 0.04% | 9,897 | 127 | 1.3% | $3.02万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $235.21万 | 0.04% | 55,109 | 8,121 | 17.3% | $34.66万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $233.57万 | 0.04% | 10,565 | 10,565 | — | $233.57万 | 新建仓 |
| DASH | DOORDASH INC | $233.13万 | 0.04% | 12,634 | -920 | -6.8% | -$16.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $231.03万 | 0.04% | 54,565 | 3,609 | 7.1% | $15.28万 | 加仓 |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $230.77万 | 0.04% | 41,209 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $230.19万 | 0.04% | 6,853 | -466 | -6.4% | -$15.65万 | 减仓 |
| RBRK | RUBRIK INC. | $228.90万 | 0.04% | 28,513 | 28,513 | — | $228.90万 | 新建仓 |
| TPR | TAPESTRY INC | $226.89万 | 0.04% | 15,500 | -2,441 | -13.6% | -$35.73万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $226.00万 | 0.04% | 32,294 | -5,268 | -14.0% | -$36.87万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $225.20万 | 0.04% | 49,922 | 2,774 | 5.9% | $12.51万 | 加仓 |
| MTZ | MASTEC INC | $224.53万 | 0.04% | 5,397 | -206 | -3.7% | -$8.57万 | 减仓 |
| EQIX | EQUINIX INC | $222.91万 | 0.04% | 2,138 | 261 | 13.9% | $27.21万 | 加仓 |
| NUE | NUCOR CORP | $222.00万 | 0.04% | 9,966 | -27 | -0.3% | -$6,014 | 减仓 |
| EXEL | EXELIXIS INC | $221.51万 | 0.04% | 40,712 | -1,172 | -2.8% | -$6.38万 | 减仓 |
| WM | WASTE MGMT INC DEL | $219.41万 | 0.04% | 9,844 | 942 | 10.6% | $21.00万 | 加仓 |
| NTNX | NUTANIX INC | $218.76万 | 0.04% | 42,927 | 3,075 | 7.7% | $15.67万 | 加仓 |
| VIS | VANGUARD WORLD FD | $217.82万 | 0.04% | 6,044 | 31 | 0.5% | $1.12万 | 加仓 |
| VDE | VANGUARD WORLD FD | $217.49万 | 0.04% | 14,487 | 769 | 5.6% | $11.54万 | 加仓 |
| DHR | DANAHER CORP DEL | $217.02万 | 0.04% | 11,393 | -11,522 | -50.3% | -$219.48万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $216.89万 | 0.04% | 14,998 | 1,114 | 8.0% | $16.11万 | 加仓 |
| NOW | SERVICENOW INC | $216.31万 | 0.04% | 21,788 | -21,161 | -49.3% | -$210.09万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $216.24万 | 0.04% | 11,191 | -2,708 | -19.5% | -$52.32万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $216.23万 | 0.04% | 12,830 | -6,042 | -32.0% | -$101.83万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $215.65万 | 0.04% | 87,842 | -18,202 | -17.2% | -$44.69万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $214.35万 | 0.04% | 12,026 | -12,149 | -50.3% | -$216.54万 | 减仓 |
| EMR | EMERSON ELEC CO | $212.10万 | 0.04% | 14,817 | 561 | 3.9% | $8.03万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $212.09万 | 0.04% | 51,328 | 16,494 | 47.4% | $68.15万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $211.07万 | 0.04% | 66,023 | -1,458 | -2.2% | -$4.66万 | 减仓 |
| IVE | ISHARES TR | $210.23万 | 0.04% | 9,259 | -3,597 | -28.0% | -$81.67万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $208.88万 | 0.04% | 27,466 | 172 | 0.6% | $1.31万 | 加仓 |
| VLO | VALERO ENERGY CORP | $208.20万 | 0.04% | 7,994 | 1,608 | 25.2% | $41.88万 | 加仓 |
| DOV | DOVER CORP | $207.84万 | 0.04% | 9,267 | 45 | 0.5% | $1.01万 | 加仓 |
| PAYX | PAYCHEX INC | $207.71万 | 0.04% | 21,124 | 7,185 | 51.5% | $70.65万 | 加仓 |
| PFF | ISHARES TR | $205.23万 | 0.04% | 67,309 | 11,629 | 20.9% | $35.46万 | 加仓 |
| CI | THE CIGNA GROUP | $202.15万 | 0.04% | 7,333 | -2,648 | -26.5% | -$73.00万 | 减仓 |
| TXT | TEXTRON INC | $200.06万 | 0.04% | 21,810 | -2,705 | -11.0% | -$24.81万 | 减仓 |
| CBRE | CBRE GROUP INC | $200.03万 | 0.04% | 14,851 | 3,834 | 34.8% | $51.64万 | 加仓 |
| ADBE | ADOBE INC | $198.29万 | 0.04% | 9,672 | -4,519 | -31.8% | -$92.65万 | 减仓 |
| DG | DOLLAR GEN CORP | $197.87万 | 0.04% | 17,190 | -5,764 | -25.1% | -$66.35万 | 减仓 |
| VHT | VANGUARD WORLD FD | $196.35万 | 0.04% | 6,567 | -1,286 | -16.4% | -$38.45万 | 减仓 |